Relationship Manager, Wealth Management

Role Overview

Do you know how to give superior investment advice that grows client wealth?

• Develop and maintain trustworthy client partnerships with the main focus on strategic advice
• Implement a quantitative prospect development plan with measurable actions
• Define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
• Provide high-quality investment options for clients, working closely with team members and specialists from other areas
• Grow local market network by referrals and by identifying new prospects
• Make sure clients are managed in a manner that contributes to an effective risk culture on the team

• Previous experience in a relationship management role within wealth management, ideally 5-10 years
• Knowledge of financial products and services
• Proven track record in finding solutions for clients
• Great at building networks and connections (people want to know you)
• Extremely organized, with great planning skills and efficient time management
• Excellent communicator, with great presentation skills

Job Type: Full Time
Job Reference #: 339826
City:
Abu Dhabi

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.